Client Services Specialist (Friday-Tuesday, 9AM-6PM EST)

BHG Financial; United States; Remote; USD 40,000 - 55,000; Full time

Job summary

BHG Financial is seeking a motivated customer service professional to deliver exceptional client experiences. The role involves providing support solutions, managing customer communications, and building strong relationships. Candidates should possess a BS/BA degree and have 2-3 years of customer service experience.

Benefits

Medical/Rx/Dental/Vision coverage

Competitive PTO and vacation policies

Company 401(k) plan with employer contributions after one year

Company-sponsored training and certification opportunities

Quarterly award ceremonies and additional bonuses

Ongoing volunteer opportunities through BHG Cares

Qualifications

• 2-3 years of customer service experience, preferably over the phone.
• Ability to work in a fast-paced environment.
• Experience leveraging technology while maintaining a personal touch.

Responsibilities

• Provide in-depth support and solutions to BHG customers.
• Communicate with customers through various channels.
• Enter records of customer calls, interactions, and inquiries via a CRM system.

Skills

Critical thinking

Exceptional communication skills

Multi-tasking

Education

BS/BA degree or relevant experience

Job description

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.

Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.

From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.

Who You Are

You are a motivated customer service professional who is passionate about delivering an exceptional client experience. You excel at multi-tasking, pipeline management, active listening, and have experience leveraging technology while maintaining a personal touch. You are a focused, no quit, A+ player and thrive in a fast paced environment where you can work with teammates that will match your drive and grit.

*Schedule: Friday-Tuesday, 9AM-6PM EST (Weekend Shift)*

What You'll Do:

• Provide in-depth support and solutions to BHG customers
• Communicate with customer through various channels
• Become a subject matter expert on BHG solutions & products
• Enter records of customer calls, interactions and inquires via a CRM system
• Build strong working relationships with customers and internal stakeholders

What You'll Need:

• BS/BA degree of relevant experience
• Must be able to work Friday-Tuesday, 9AM-6PM EST (Weekend Shift)
• 2-3 years of customer service experience - preferably over the phone
• Critical thinking and exceptional communication skills
• Ability to work in a fast-paced environment

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work certified. Some of the benefits you can expect when you join BHG Financial include:

•Medical/Rx/Dental/Vision coverage for employees and their eligible family members

•Competitive PTO and vacation policies

•1 Friday off each month for Wellness Weekends

•Company 401(k) plan with employer contributions after one year

•Company-sponsored training and certification opportunities

•Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses

•Ongoing volunteer opportunities to give back to the community through our BHG Cares program

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.